Filed July 30, 1997 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES8+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $2,351,710 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $679,560 |
BLACKROCK8+ years Service code 28 · EIN 94-3112180 | Investment Management | $656,067 |
AB FUNDS8+ years Filed as: ALLIANCE BERNSTEIN Service code 27 · EIN 13-4064930 | Advisory (Plan) | $450,499 |
JACKSON SQUARE PARTNERS8+ years Service code 28 · EIN 80-0945254 | Investment Management | $384,318 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $280,109 |
Filed as: STATE STREET BANK & TRUST Service code 28 · EIN 04-1867445 | Investment Management | $216,493 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB Service code 50 · EIN 94-1737782 | Direct Payment | $96,426 |
STATE STREET GLOBAL ADVISORS8+ years Service code 28 · EIN 04-3459714 | Investment Management | $73,740 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,583 | $89,394+231.8% | $93,789+216.2% | $89,394+231.8% |
| Participation rate | 97.9% | 71.3%+26.7pp | 81.0%+17.0pp | 71.3%+26.7pp |
| Annual return | -15.32% | -11.89%-3.4pp | -11.33%-4.0pp | -11.89%-3.4pp |
| Employer contribution / active EE | $7,742 | $3,022+156.2% | $4,323+79.1% | $3,022+156.2% |
| Participant deferral / active EE | $12,709 | $5,123+148.1% | $6,094+108.5% | $5,123+148.1% |
| Admin fee / account holder | $326 | $79+310.1% | $7,195-95.5% | $79+310.1% |